Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,380
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$21.9M
3
+$18.7M
4
LLY icon
Eli Lilly
LLY
+$16.9M
5
UL icon
Unilever
UL
+$16.6M

Top Sells

1
+$31M
2
+$26.8M
3
+$25.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$20.7M
5
PBYI icon
Puma Biotechnology
PBYI
+$13.3M

Sector Composition

1 Technology 12.99%
2 Healthcare 11.12%
3 Financials 9.32%
4 Industrials 9.22%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$841K 0.01%
41,250
+1,250
1227
$837K 0.01%
27,674
-1,967
1228
$834K 0.01%
34,192
-45,085
1229
$834K 0.01%
14,817
-3,224
1230
$833K 0.01%
12,195
+5,270
1231
$829K 0.01%
17,638
+3,075
1232
$828K 0.01%
24,890
-324
1233
$827K 0.01%
82,485
-13,635
1234
$826K 0.01%
44,200
+22,010
1235
$825K 0.01%
12,423
+4,297
1236
$824K 0.01%
37,101
-144
1237
$823K 0.01%
21,046
-20,048
1238
$822K 0.01%
+12,979
1239
$819K 0.01%
29,578
-61,893
1240
$818K 0.01%
3,057
-20
1241
$815K 0.01%
18,910
+5,025
1242
$813K 0.01%
29,881
-3,821
1243
$812K 0.01%
93,660
+712
1244
$811K 0.01%
100,030
+12,880
1245
$809K 0.01%
+13,638
1246
$807K 0.01%
34,203
+8,485
1247
$805K 0.01%
13,261
-24,050
1248
$805K 0.01%
19,120
-134,836
1249
$805K 0.01%
40,513
-189,364
1250
$803K 0.01%
16,131
+673
48 49
50
51 52